Summit Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Summit Asset Management, LLC

  • $900 Million
  • Q4 2024

A detailed history of Summit Asset Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 1,683 shares of VOO stock, worth $929,352. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,683
Previous 1,453 15.83%
Holding current value
$929,352
Previous $766,000 18.28%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$521.84 - $558.82 $120,023 - $128,528
230 Added 15.83%
1,683 $906,000
Q1 2024

May 06, 2024
BUY
$429.43 - $481.35 $17,177 - $19,254
40 Added 2.83%
1,453 $698,000
Q4 2023

Feb 06, 2024
SELL
$377.32 - $438.19 $490,516 - $569,647
-1,300 Reduced 47.92%
1,413 $617,000
Q2 2023

Aug 07, 2023
BUY
$371.44 - $407.28 $1.01 Million - $1.1 Million
2,713 New
2,713 $1.1 Million

Others Institutions Holding VOO

# of Institutions
3,327
Shares Held
435M
Call Options Held
2.08M
Put Options Held
2.64M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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